Shadowridge Asset Management, LLC

Ralph Lebkuecher is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Capital Analysts, K.W. Gutshall & Associates, and Lincoln Investment Planning, Inc. He serves as an elder and Stewardship Chair at Wimberley Presbyterian Church, where he coordinates budgeting and encourages community contributions. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a variety of investment strategies and offers solutions such as direct portfolio management, sub-advisory arrangements, and third-party managed programs.

William Hepburn is a financial advisor at Shadowridge Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Adviser Credibility, Inc., The Interest Rate Store, LLC, and operates Hepburn Capital Management, LLC. He also has a long tenure at Yavapai College. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other advisors. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers third-party managed solutions and sub-advisory arrangements.

David Featherston is a financial advisor at Shadowridge Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Whitley and Siddons, Inc. since 2022. Outside of advising, he also works as a CPA Consultant in Austin, TX. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis to implement various investment strategies and offers services such as direct portfolio management, fixed-fee financial plans, and sub-advisory arrangements.

Chad Karnes is a financial advisor at Shadowridge Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at IronBridge Private Wealth, LLC and 9 Gauge Partners. Karnes is also the managing partner of Absolute Strategies LLC, a hedge fund, and serves as a Visiting Professor of the Practice at Texas A&M University's Mays College of Business, where he teaches Microsoft Excel and finance topics. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of investment strategies and offers third-party managed solutions and model programs.

Laura Redfern is a CFP® professional with 18 years of experience in the financial industry. She has been with Shadowridge Asset Management, LLC since 2013 and holds a Series 66 license. Outside of her advisory role, she owns and manages Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers third-party managed solutions as well as an affiliated private fund for qualified clients.

Heather Johnson is a financial advisor at Shadowridge Asset Management, LLC, holding a Series 65 credential with three years of industry experience. Prior to joining Shadowridge, she was the owner and executive director of CleanR, LLC, a professional cleaning services business. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a variety of strategies including mutual funds, ETFs, options, and active cash management.